and google's been the beneficiary. the thing i would point out on google, you look at the last three years, we've had six selloffs north of 10% and three of those have happened on the march quarter. the last three years, march quarter have started a downward decline of 10%. we heard about the pain at the pump, the payroll taxes, march quarter for consumer activity may be less than stellar. >> so, for seasonal reasons, stay away from the google trade? >> it will be below 800 this spring. >> so, what is your top trade in tech? >> listen, you want exposure to mobile, e-commerce, the nice tail winds, let's buy ebay. >> the consumer being weak doesn't freak you out when it comes to the ebay story? >> it does. but ebay is a trade down. when you go to ebay, you can buy last season's new goods, refurbished goods and new goods. ebay is well positioned for a slowdown. >> colin, great to see you. the number one most accurate apple earning forecaster. >> that just rolls off the tongue. >> very catchy. all right, let's hit the opti